Canandaigua National Bank & Trust’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.86M | Buy |
+78,190
| New | +$7.07M | 0.58% | 37 |
|
|
2025
Q4 | $6.35M | Sell |
79,073
-859
| -1% | -$71.1K | 0.57% | 37 |
|
|
2025
Q3 | $6.03M | Sell |
79,932
-2,257
| -3% | -$165K | 0.53% | 41 |
|
|
2025
Q2 | $5.71M | Sell |
82,189
-817
| -1% | -$56.7K | 0.53% | 42 |
|
|
2025
Q1 | $5.88M | Sell |
83,006
-17,580
| -17% | -$1.24M | 0.59% | 38 |
|
|
2024
Q4 | $7.21M | Sell |
100,586
-985
| -1% | -$76.5K | 0.71% | 33 |
|
|
2024
Q3 | $8.59M | Buy |
101,571
+1,945
| +2% | +$152K | 0.82% | 26 |
|
|
2024
Q2 | $7.05M | Sell |
99,626
-5,357
| -5% | -$380K | 0.76% | 29 |
|
|
2024
Q1 | $6.71M | Buy |
104,983
+14,455
| +16% | +$847K | 0.99% | 19 |
|
|
2023
Q4 | $5.5M | Sell |
90,528
-8,081
| -8% | -$461K | 0.85% | 27 |
|
|
2023
Q3 | $5.65M | Buy |
98,609
+1,990
| +2% | +$138K | 0.91% | 25 |
|
|
2023
Q2 | $7.17M | Sell |
96,619
-316
| -0.3% | -$23.9K | 1.16% | 20 |
|
|
2023
Q1 | $7.47M | Buy |
+96,935
| New | +$7.45M | 1.26% | 18 |
|
|
2020
Q1 | $6.11M | Sell |
101,600
-596
| -0.6% | -$37.5K | 1.29% | 19 |
|
|
2019
Q4 | $6.19M | Sell |
102,196
-980
| -0.9% | -$57.2K | 1.05% | 22 |
|
|
2019
Q3 | $6.01M | Buy |
103,176
+5,924
| +6% | +$321K | 1.06% | 23 |
|
|
2019
Q2 | $4.98M | Buy |
97,252
+2,132
| +2% | +$105K | 0.92% | 27 |
|
|
2019
Q1 | $4.6M | Buy |
95,120
+3,948
| +4% | +$181K | 0.88% | 29 |
|
|
2018
Q4 | $3.96M | Buy |
91,172
+304
| +0.3% | +$13.3K | 0.84% | 27 |
|
|
2018
Q3 | $3.81M | Buy |
90,868
+892
| +1% | +$38K | 0.68% | 35 |
|
|
2018
Q2 | $3.76M | Sell |
89,976
-1,380
| -2% | -$55.7K | 0.72% | 37 |
|
|
2018
Q1 | $3.73M | Buy |
91,356
+11,488
| +14% | +$443K | 0.48% | 56 |
|
|
2017
Q4 | $3.12M | Buy |
79,868
+2,868
| +4% | +$111K | 0.56% | 52 |
|
|
2017
Q3 | $2.82M | Buy |
77,000
+3,788
| +5% | +$139K | 0.54% | 54 |
|
|
2017
Q2 | $2.56M | Sell |
73,212
-2,336
| -3% | -$79.8K | 0.53% | 53 |
|
|
2017
Q1 | $2.42M | Buy |
75,548
+76
| +0.1% | +$2.39K | 0.72% | 36 |
|
|
2016
Q4 | $2.25M | Sell |
75,472
-444
| -0.6% | -$13.3K | 0.68% | 38 |
|
|
2016
Q3 | $2.32M | Sell |
75,916
-1,840
| -2% | -$58K | 0.67% | 41 |
|
|
2016
Q2 | $2.54M | Buy |
77,756
+1,528
| +2% | +$45.9K | 0.72% | 39 |
|
|
2016
Q1 | $2.25M | Buy |
76,228
+1,836
| +2% | +$51.5K | 0.66% | 40 |
|
|
2015
Q4 | $1.93M | Sell |
74,392
-1,880
| -2% | -$47.6K | 0.59% | 41 |
|
|
2015
Q3 | $1.86M | Sell |
76,272
-620
| -0.8% | -$15.8K | 0.6% | 44 |
|
|
2015
Q2 | $1.88M | Buy |
76,892
+1,300
| +2% | +$33K | 0.55% | 47 |
|
|
2015
Q1 | $1.97M | Sell |
75,592
-460
| -0.6% | -$12.1K | 0.59% | 45 |
|
|
2014
Q4 | $2.02M | Sell |
76,052
-340
| -0.4% | -$8.59K | 0.64% | 44 |
|
|
2014
Q3 | $1.79M | Buy |
76,392
+340
| +0.4% | +$8.21K | 0.59% | 50 |
|
|
2014
Q2 | $1.95M | Sell |
76,052
-228
| -0.3% | -$5.55K | 0.65% | 46 |
|
|
2014
Q1 | $1.82M | Sell |
76,280
-1,560
| -2% | -$35.3K | 0.62% | 45 |
|
|
2013
Q4 | $1.67M | Buy |
77,840
+1,400
| +2% | +$29.5K | 0.59% | 46 |
|
|
2013
Q3 | $1.53M | Buy |
76,440
+280
| +0.4% | +$5.78K | 0.58% | 47 |
|
|
2013
Q2 | $1.55M | Buy |
+76,160
| New | +$1.51M | 0.61% | 48 |
|
Other funds holding NEE
COPPSERS
Canandaigua National Bank & Trust's NEE Position: Q2 2026 in Review
Canandaigua National Bank & Trust opened a new position in NextEra Energy (NEE) in Q2 2026: 78,190 shares worth $6.86M. The stake represents 0.58% of the portfolio and ranks #37 among its holdings. This is a return to the name: Canandaigua National Bank & Trust previously reported a position in NEE as recently as Q4 2025.
Canandaigua National Bank & Trust first reported a position in NEE in Q2 2013 and has held it in 41 quarters since. The position peaked at $8.59M in Q3 2024. 1,517 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Canandaigua National Bank & Trust held 78,190 shares of NextEra Energy worth $6.86M as of Q2 2026.
- NextEra Energy was a new Canandaigua National Bank & Trust position in Q2 2026.
- NextEra Energy made up 0.58% of Canandaigua National Bank & Trust's portfolio in Q2 2026, its #37 holding.
- Canandaigua National Bank & Trust first reported a position in NextEra Energy in Q2 2013 and has held it in 41 quarters since.
- Canandaigua National Bank & Trust's NextEra Energy position peaked at $8.59M in Q3 2024.
- 1,517 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Canandaigua National Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.